CROSStrax Help Desk

If you have received a retainer from your client and you would like to add it to the case file please follow the below steps.  1. Click on the Billing a...

1. Select the option inside the Account and Billing from the top right drop down menu on the Account Holder's profile. 2. Inside a case file click on...

1. Select the edit button for desired report entry in the Surveillance entry tab.  2. Click the "x" on the right side of the photo you want to de...

1. Go to the settings tab on the left hand navigation bar and then click on "Time/Date/Currency" under System Settings.  2. Click the drop down...

1.  Click on the Star icon in the top right corner of a scheduled case service. 2. Select the investigator you want to grade (Blue box), check off the re...

1. Click on "Search" under the Cases dropdown on the left-hand navigation bar.  2. Enter the fields you would like to search and the click the ...

1. Once you're inside the case file select "Edit Case".  2. Scroll down to Case Service and click the drop down under "Status" of...

We have added a new features that allows users to assign unscheduled cases from the My Calendar function on the left hand Navigation Bar. Users can assign c...

1. Go to Settings then click on Invoice & Expense Items under Billing and Invoicing.  2. Click the Edit icon of whatever service or expense you would...

If the report entry you want to use is not available in your case then you need to make it available in case types. To do this, follow the below steps: ...